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HUNTSVILLE OFFICE

**NATHAN JENNER**
Financial Advisor
Assante Financial Management Ltd.
T. 705.789.7940
njenner@assante.com

**PATRICK SENIOR**
Financial Advisor
Assante Financial Management Ltd.
T. 705.789.7940
psenior@assante.com

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Family offices express concerns as intergenerational wealth transfer approaches.

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Tax changes could impact estate planning for Canadian expats.

New tax rules could significantly affect how Canadian expats manage their estates. As outlined by Steve Randall in Wealth Professional, these changes may introduce new complexities for th

Offices located in Mississauga, Orillia, Huntsville and Haliburton

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Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

Assante Financial Management Ltd. is a Member of the Canadian Investment Regulatory Organization. Regulated by CIRO.

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